WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs HSBC ELSS Tax saver Fund compare
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
HSBC ELSS Tax saver Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Fund | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HSBC ELSS Tax saver Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹312 Cr | ₹3977 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 14 Oct 2022 | 27 Feb 2006 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 0.0% | 70% |
Expense Ratio | 2.34 | 1.89 |
Manager | Piyush Baranwal | Gautam Bhupal |
ISIN Code | INF03VN01647 | INF677K01064 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
1 Month | -4.73% | -5.35% |
6 Month | -6.2% | -10.82% |
1 Year | 11.4% | 12.03% |
3 Year | - | 15.84% |
5 Year | - | 16.05% |
SIP Return Analysis
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -2.53% | -6.83% |
3 Year | - | 17.36% |
5 Year | - | 18.22% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
1 Year | 39.06% | 14.01% |
3 Year | - | 14.15% |
5 Year | - | 13.19% |
Risk Management
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Standard Deviation | - | 14.547% |
Sharp | - | 0.695% |
Beta | - | 0.964% |
Alpha | - | 2.596% |
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Fund Managers
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Name | Piyush Baranwal | Gautam Bhupal |
Total AUM | ₹5379 Cr | ₹25949 Cr |
Fund Manage | 9 | 13 |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HSBC ELSS Tax saver Fund - Regular Growth |
Market Cap
Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 3.76 | 1.27 |
Small Cap | 35.91 | 26.42 |
Large Cap | 43.84 | 47.77 |
Mid Cap | 16.49 | 24.54 |
Sector Allocation
Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 3.76 | 1.27 |
Realty | 0.75 | 1.66 |
Petroleum Products | 1.48 | 2.68 |
IT - Software | 6.8 | 9.25 |
Pharmaceuticals & Biotechnology | 5.9 | 3.53 |
Construction | 2.41 | 4.13 |
Retailing | 6.72 | 5.36 |
Finance | 7.16 | 6.11 |
Electrical Equipment | 4.98 | 10.14 |
Agricultural Food & other Products | 0.09 | 1.21 |
Non - Ferrous Metals | 0.38 | - |
Banks | 13.61 | 13.82 |
Healthcare Services | 2.04 | 2.4 |
Chemicals & Petrochemicals | 1.79 | 1.51 |
Transport Services | 1.21 | - |
Cement & Cement Products | 0.92 | 1.04 |
Ferrous Metals | 0.85 | 1.99 |
Consumer Durables | 3.57 | 5.72 |
Leisure Services | 1.14 | 2.78 |
Personal Products | 1.62 | 0.84 |
Food Products | 2.15 | 1.08 |
Industrial Products | 4.23 | 2.64 |
Automobiles | 2.09 | 3.03 |
Insurance | 2.17 | - |
Beverages | 0.73 | - |
Healthcare Equipment & Supplies | 1.43 | - |
IT - Services | 1.37 | - |
Aerospace & Defense | 1.05 | 2.16 |
Oil | 0.86 | 0.97 |
Textiles & Apparels | 0.6 | 1.33 |
Auto Components | 1.9 | 3.61 |
Capital Markets | 9.03 | 2.55 |
Commercial Services & Supplies | 0.66 | - |
Telecom - Services | 2.31 | 1.72 |
Financial Technology (Fintech) | 0.64 | - |
Diversified FMCG | 0.28 | - |
Household Products | 1.03 | 0.41 |
Entertainment | 0.29 | - |
Power | - | 2.33 |
Gas | - | 0.93 |
Industrial Manufacturing | - | 1.8 |
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